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Vident Advisory’s Okta OKTA Stock Holding History

Vident Advisory’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.5M Buy
336,816
+6,999
+2% +$581K 0.23% 86
2025
Q4 		$28.5M Sell
329,817
-55,880
-14% -$4.88M 0.26% 83
2025
Q3 		$35.4M Buy
385,697
+8,026
+2% +$749K 0.34% 63
2025
Q2 		$37.8M Buy
377,671
+112,094
+42% +$12M 0.42% 52
2025
Q1 		$27.9M Buy
265,577
+154,114
+138% +$15.1M 0.41% 53
2024
Q4 		$8.78M Buy
111,463
+23,752
+27% +$1.84M 0.15% 146
2024
Q3 		$6.52M Buy
87,711
+12,946
+17% +$1.13M 0.16% 122
2024
Q2 		$7M Buy
74,765
+18,336
+32% +$1.74M 0.19% 105
2024
Q1 		$5.9M Buy
56,429
+40,973
+265% +$3.78M 0.12% 199
2023
Q4 		$1.4M Buy
15,456
+2,662
+21% +$203K 0.04% 471
2023
Q3 		$1.04M Buy
+12,794
New +$970K 0.03% 496

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vident Advisory's OKTA Position: Q1 2026 in Review

Vident Advisory increased its Okta (OKTA) stake by 2.1% in Q1 2026, buying an estimated $581K and bringing the position to 336,816 shares worth $26.5M. The position accounts for 0.23% of the portfolio, ranked #86.

Vident Advisory first reported a position in OKTA in Q3 2023 and has held it in 11 quarters since. The position peaked at $37.8M in Q2 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Vident Advisory held 336,816 shares of Okta worth $26.5M as of Q1 2026.
  • Vident Advisory bought 6,999 Okta shares in Q1 2026, an estimated $581K.
  • Okta made up 0.23% of Vident Advisory's portfolio in Q1 2026, its #86 holding.
  • Vident Advisory first reported a position in Okta in Q3 2023 and has held it in 11 quarters since.
  • Vident Advisory's Okta position peaked at $37.8M in Q2 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.